Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,510 | $157,296-31.7% | $141,191-23.9% | $152,897-29.7% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.5%+1.8pp |
| Annual return | 22.65% | 64.34%-41.7pp | 71.41%-48.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $3,684 | $5,262-30.0% | $4,736-22.2% | $4,764-22.7% |
| Participant deferral / active EE | $6,499 | $7,111-8.6% | $6,710-3.1% | $5,851+11.1% |
| Admin fee / account holder | $9,492 | $12,125-21.7% | $10,264-7.5% | $11,599-18.2% |